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Private Client Services’s iShares US Technology ETF IYW Stock Holding History

Private Client Services’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$729K Buy
4,207
+438
+12% +$75.9K 0.28% 81
2025
Q1 		$529K Buy
3,769
+426
+13% +$59.8K 0.26% 82
2024
Q4 		$533K Buy
3,343
+320
+11% +$51K 0.29% 78
2024
Q3 		$458K Buy
+3,023
New +$458K 0.25% 85